Fill client PDF forms from supplied Agiled details
Put supplied client details into a fillable PDF form without retyping them field by field.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update PDF Fields
Fill a PDF’s form fields with provided values; the document must contain identifiable fillable fields.
Why this helps
Repeatedly entering client information into forms adds busywork and invites transcription mistakes.
- Update named text, checkbox, and dropdown fields.
- Use values supplied with the request.
- Reduce repetitive form entry.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to update the PDF's named fillable fields using values supplied in the request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real form and confirm each field is filled correctly.
Questions about this workflow
Can this fill any PDF?
The PDF must contain fillable form fields with identifiable names matching the field IDs supplied to the action.
Where do the field values come from?
Include them with the webhook request or ensure they are otherwise available to Notis. The workflow cannot invent missing client data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Craftmypdf. A trigger fires from one place; an action lands in another.
Agiled triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Agiled and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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